Consulting Process

Text with the word analyzing circled in red.Strategic Benefits & Insurance Services Ltd. follows a simple 6 step process which consistently delivers unique employee benefit (also referred to as group insurance) and insurance plans geared to your company`s needs.

As independent brokers, we search the marketplace for the most appropriate benefit and insurance products and use creative solutions to meet each client’s specific needs for group employee plans.

We have provided a brief description of each of our process steps below.

Step 1: Consultation

Together we uncover the unique needs of your business through an in-depth consultation. We learn about your business, history and vision to gain a clear understanding of your needs and formulate how an employee benefits plan can assist you in meeting those needs.

Step 2: Marketing

From the information gathered during the consultation process, and at no cost to you, we compile a thorough request for proposal and solicit quotations for employee benefits from the insurance marketplace.

Step 3: Recommendations & Alternatives

We impartially evaluate all market proposals and recommend an employee benefits solution that aligns with your needs, always keeping in mind your goals and vision.

Step 4: Installation & Communication

Communication is the key to successfully managing your employee benefits plan. Our commitment is to provide your employees with an awareness of the value of their employee benefits plan.

Step 5: Annual Evaluation

Annually we will review and evaluate your plan design and pricing levels, to ensure your employee benefits plan remains competitive. As your business changes, we are committed to ensuring your employee benefits plan aligns with your goals and vision.

Step 6: Plan Management

Quarterly monitoring and reporting of claim activity, employee education sessions, one-on-one problem resolution and awareness communication on legislative changes affecting employee benefit plans.  Keeping you aware of what is happening is our commitment to you.